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Pacer Trendpilot US Mid Cap ETF (PTMC) Institutional Ownership

$34.90 -2.47 (-6.60%)
As of 07/3/2025 01:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for Pacer Trendpilot US Mid Cap ETF (BATS:PTMC)

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$38.14M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$14.71M
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PTMC Institutional Buying and Selling by Quarter

Pacer Trendpilot US Mid Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2025WBI Investments LLC94,424$3.27M0.9%-52.6%0.774%
5/21/2025MBL Wealth LLC239,070$8.27M0.8%+3.2%1.960%
5/21/2025Geneos Wealth Management Inc.48,398$1.68M0.1%+4.2%0.397%
5/16/2025NewEdge Advisors LLC132,268$4.58M0.0%-2.2%1.084%
5/15/2025Focus Partners Advisor Solutions LLC10,233$354K0.0%-12.7%0.084%
5/15/2025Royal Bank of Canada127,218$4.40M0.0%+0.5%1.043%
5/14/2025Freedom Investment Management Inc.17,376$601K0.1%+17.5%0.142%
5/14/2025Northwestern Mutual Wealth Management Co.1,386$48K0.0%N/A0.011%
5/14/2025Level Four Advisory Services LLC192,900$6.67M0.3%+3.3%1.581%
5/13/2025Raymond James Financial Inc.269,133$9.31M0.0%+6.3%2.206%
5/9/2025WealthShield Partners LLC748$26K0.0%-38.8%0.006%
5/8/2025Harbour Investments Inc.4,272$148K0.0%-8.6%0.035%
5/8/2025Geneos Wealth Management Inc.71,188$2.46M0.1%+53.2%0.584%
5/7/2025Maridea Wealth Management LLC56,352$1.95M0.6%-15.9%0.462%
5/7/2025LPL Financial LLC550,422$19.05M0.0%+0.8%4.512%
5/7/2025Empirical Finance LLC48,411$1.68M0.1%-6.2%0.397%
5/6/2025Pacer Advisors Inc.306,954$10.62M0.0%+3.0%2.601%
5/6/2025Assetmark Inc.928$32K0.0%N/A0.008%
5/6/2025Cetera Investment Advisers378,574$13.10M0.0%+0.3%3.208%
5/6/2025Avantax Advisory Services Inc.135,471$4.69M0.0%+6.3%1.148%
5/5/2025ODonnell Financial Services LLC432,246$14.96M6.2%-15.9%3.663%
5/5/2025Private Advisor Group LLC16,463$570K0.0%+2.8%0.140%
4/29/2025Envestnet Asset Management Inc.108,706$3.76M0.0%-21.4%0.921%
4/28/2025DAVENPORT & Co LLC31,670$1.10M0.0%N/A0.268%
4/23/2025Mascagni Wealth Management Inc.7,334$271K0.3%-18.5%0.062%
4/22/2025Cambridge Investment Research Advisors Inc.267,608$9.26M0.0%+0.9%2.268%
4/22/2025Register Financial Advisors LLC868$30K0.0%N/A0.007%
4/22/2025Advisor Resource Council18,678$646K0.0%-26.4%0.158%
4/17/2025Janney Montgomery Scott LLC6,134$212K0.0%-14.2%0.052%
4/16/2025Wealth Enhancement Advisory Services LLC9,460$327K0.0%-9.6%0.080%
4/14/2025Whitaker Myers Wealth Managers LTD.35,705$1.24M0.3%-1.8%0.305%
4/8/2025J2 Capital Management Inc102,673$3.55M3.3%+67.4%0.878%
3/24/2025Mascagni Wealth Management Inc.7,334$271K0.2%N/A0.062%
3/17/2025Wealth Enhancement Advisory Services LLC10,460$386K0.0%-12.5%0.088%
2/26/2025Advisor Resource Council25,382$936K0.7%N/A0.213%
2/24/2025Ameriflex Group Inc.2,554$98K0.0%N/A0.021%
2/18/2025Focus Partners Advisor Solutions LLC11,720$432K0.0%N/A0.103%
2/17/2025WBI Investments LLC199,294$7.35M1.8%+3.1%1.756%
2/17/2025Cetera Investment Advisers377,512$13.93M0.0%+1.4%3.326%
2/17/2025Bank of America Corp DE1,071,536$39.53M0.0%+3.8%9.441%
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2/17/2025Ameriprise Financial Inc.85,908$3.17M0.0%-14.9%0.757%
2/17/2025Aptus Capital Advisors LLC721$27K0.0%N/A0.006%
2/14/2025Stifel Financial Corp83,395$3.08M0.0%+14.1%0.735%
2/14/2025MML Investors Services LLC81,028$2.99M0.0%+2.9%0.714%
2/14/2025Freedom Investment Management Inc.14,790$546K0.0%-7.8%0.130%
2/13/2025NewEdge Advisors LLC135,281$4.99M0.0%+3.3%1.192%
2/13/2025Rockefeller Capital Management L.P.188,382$6.95M0.0%+0.1%1.660%
2/13/2025Bank of Montreal Can1,366$50K0.0%-39.5%0.012%
2/13/2025Envestnet Asset Management Inc.138,279$5.10M0.0%+1.6%1.218%
2/12/2025Maridea Wealth Management LLC67,016$2.47M0.8%N/A0.590%
2/12/2025Level Four Advisory Services LLC186,792$6.89M0.3%-0.2%1.646%
2/12/2025Orion Portfolio Solutions LLC5,655$209K0.0%-7.4%0.050%
2/11/2025LPL Financial LLC545,835$20.14M0.0%+9.2%4.809%
2/10/2025Harbour Investments Inc.4,672$172K0.0%-13.4%0.041%
2/10/2025Commonwealth Equity Services LLC78,475$2.90M0.0%+12.3%0.691%
2/10/2025Avantax Advisory Services Inc.127,419$4.70M0.0%+5.0%1.123%
2/6/2025Raymond James Financial Inc.253,272$9.34M0.0%N/A2.231%
2/6/2025Steward Partners Investment Advisory LLC3,049$112K0.0%-13.4%0.027%
2/4/2025WealthShield Partners LLC1,222$45K0.0%-37.9%0.011%
2/4/2025MONECO Advisors LLC15,198$561K0.1%+6.0%0.134%
2/3/2025Private Advisor Group LLC16,010$591K0.0%-6.0%0.141%
2/3/2025Gimbal Financial5,518$204K0.2%N/A0.049%
1/28/2025Empirical Finance LLC51,610$1.90M0.1%-11.8%0.455%
1/27/2025Financial Advocates Investment Management6,085$224K0.0%-83.5%0.054%
1/27/2025Stratos Wealth Partners LTD.6,670$246K0.0%+4.3%0.059%
1/24/2025ODonnell Financial Services LLC514,158$18.95M8.4%-0.3%4.530%
1/22/2025Pacer Advisors Inc.298,114$11.00M0.0%+4.5%2.627%
1/21/2025Geneos Wealth Management Inc.46,458$1.71M0.1%+32.1%0.409%
1/17/2025Janney Montgomery Scott LLC7,150$264K0.0%+18.8%0.063%
1/17/2025ADE LLC15,272$563K0.3%-9.6%0.135%
1/15/2025J2 Capital Management Inc61,340$2.26M2.1%N/A0.540%
1/15/2025Whitaker Myers Wealth Managers LTD.36,349$1.34M0.4%-2.3%0.320%
11/15/2024MML Investors Services LLC78,742$2.92M0.0%+435.6%0.694%
11/15/2024Jane Street Group LLC7,938$295K0.0%N/A0.070%
11/15/2024Stifel Financial Corp73,067$2.71M0.0%+13.4%0.644%
11/14/2024Rockefeller Capital Management L.P.188,112$6.98M0.0%+2.4%1.657%
11/13/2024Freedom Investment Management Inc.16,039$595K0.0%+29.8%0.141%
11/12/2024Pacer Advisors Inc.285,160$10.59M0.0%+3.9%2.512%
11/12/2024Integrated Investment Consultants LLC19,415$721K0.0%N/A0.171%
10/25/2024Financial Advocates Investment Management36,971$1.37M0.1%-23.8%0.326%
10/25/2024MONECO Advisors LLC14,338$532K0.1%-21.0%0.126%
10/24/2024Wealth Enhancement Advisory Services LLC11,960$444K0.0%-7.7%0.105%
10/22/2024Private Advisor Group LLC17,030$632K0.0%+7.3%0.150%
10/22/2024ODonnell Financial Services LLC515,479$19.14M7.8%+8.8%4.542%
10/18/2024Whitaker Myers Wealth Managers LTD.37,199$1.38M0.5%+1.3%0.328%
8/22/2024Cetera Investment Advisers378,586$13.17M0.0%-0.2%3.336%
8/16/2024NewEdge Advisors LLC94,247$3.28M0.0%+11.2%0.830%
8/16/2024Magnolia Capital Advisors LLC43,398$1.51M0.1%-1.1%0.382%
8/13/2024Pacer Advisors Inc.274,360$9.55M0.0%-7.0%2.417%
8/8/2024Envestnet Asset Management Inc.71,887$2.50M0.0%+60.0%0.633%
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8/5/2024Private Advisor Group LLC15,873$552K0.0%+2.8%0.140%
7/31/2024Commonwealth Equity Services LLC72,034$2.51M0.0%-3.5%0.635%
7/31/2024Concurrent Investment Advisors LLC12,026$418K0.0%N/A0.106%
7/30/2024ODonnell Financial Services LLC473,852$16.49M7.3%+18.6%4.175%
7/30/2024WBI Investments LLC199,275$6.93M1.7%-24.5%1.756%
7/30/2024International Assets Investment Management LLC1,725$60K0.0%N/A0.015%
7/29/2024Financial Advocates Investment Management48,544$1.69M0.1%-2.5%0.428%
7/26/2024Cambridge Investment Research Advisors Inc.111,369$3.88M0.0%-0.7%0.981%
7/24/2024Strategic Financial Partners Ltd.10,131$353K0.2%+5.5%0.089%
7/19/2024ADE LLC16,894$588K0.4%-5.9%0.149%
(Data available from 1/1/2016 forward)

PTMC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PTMC shares?

During the previous two years, 77 institutional investors and hedge funds held shares of Pacer Trendpilot US Mid Cap ETF. The most heavily invested institutionals were Bank of America Corp DE ($39.53M), Wells Fargo & Company MN ($20.89M), LPL Financial LLC ($19.05M), ODonnell Financial Services LLC ($14.96M), Cetera Investment Advisers ($13.10M), Pacer Advisors Inc. ($10.62M), and WBI Investments Inc. ($10.07M).Learn more on Pacer Trendpilot US Mid Cap ETF's institutional investors.

Which institutional investors have been buying Pacer Trendpilot US Mid Cap ETF's stock?

Of the 58 institutional investors that purchased Pacer Trendpilot US Mid Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: ODonnell Financial Services LLC ($493.84K), Cetera Investment Advisers ($379.88K), Raymond James Financial Inc. ($269.13K), J2 Capital Management Inc ($194.05K), Avantax Advisory Services Inc. ($182.52K), International Assets Investment Management LLC ($115.09K), and Level Four Advisory Services LLC ($108.09K).

How much institutional buying is happening at Pacer Trendpilot US Mid Cap ETF?

Institutional investors have bought a total of 1,051,479 shares in the last 24 months. This purchase volume represents approximately $38.14M in transactions.

Which of Pacer Trendpilot US Mid Cap ETF's major shareholders have been selling company stock?

Of the 29 institutional investors that sold Pacer Trendpilot US Mid Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: WBI Investments LLC ($169.64K), ODonnell Financial Services LLC ($83.23K), Financial Advocates Investment Management ($43.68K), Envestnet Asset Management Inc. ($29.57K), Pacer Advisors Inc. ($20.72K), Ameriprise Financial Inc. ($14.99K), and Maridea Wealth Management LLC ($10.66K).

How much institutional selling is happening at Pacer Trendpilot US Mid Cap ETF?

Institutional investors have sold a total of 419,368 shares in the last 24 months. This volume of shares sold represents approximately $14.71M in transactions.


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This page (BATS:PTMC) was last updated on 7/5/2025 by MarketBeat.com Staff
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